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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
876
Sargent Bickham Lagudis
Colorado
$956K -$39.1K -372 -4%
TIM
877
Thompson Investment Management
Wisconsin
$955K -$263K -2,500 -22%
CIA
878
CSat Investment Advisory
Michigan
$952K +$44K +419 +5%
PC
879
Pecaut & Co
Iowa
$946K – – –
RWA
880
Ropes Wealth Advisors
Massachusetts
$945K +$35.8K +341 +4%
IHL
881
Investment House LLC
California
$943K – – –
AWA
882
Arete Wealth Advisors
Illinois
$943K +$83.6K +796 +10%
TI
883
Tidal Investments
Wisconsin
$940K -$176K -1,677 -16%
CB
884
Community Bank
New York
$939K -$2.31K -22 -0.3%
RWP
885
RWA Wealth Partners
Massachusetts
$938K -$14.9K -142 -2%
BAM
886
Belpointe Asset Management
Nevada
$937K +$511K +4,867 +131%
CG
887
Caprock Group
Idaho
$934K +$50.8K +483 +6%
WIC
888
Whitegate Investment Counselors
New Hampshire
$927K – – –
PIM
889
Penobscot Investment Management
Massachusetts
$925K -$31.5K -300 -3%
NAM
890
NTV Asset Management
West Virginia
$918K – – –
LCM
891
Leisure Capital Management
California
$909K -$108K -1,028 -11%
ANB
892
Amarillo National Bank
Texas
$909K – – –
SA
893
Strategic Advisors
New York
$906K +$165K +1,566 +23%
TCOT
894
Trust Company of Toledo
Ohio
$895K -$81.1K -772 -9%
MHIC
895
Marble Harbor Investment Counsel
Massachusetts
$894K +$78.8K +750 +10%
YIA
896
YHB Investment Advisors
Connecticut
$887K -$15.8K -150 -2%
MAA
897
Mraz Amerine & Associates
California
$887K -$13.1K -125 -2%
KIA
898
Kopp Investment Advisors
Minnesota
$887K +$1.47K +14 +0.2%
PAM
899
Palisade Asset Management
Minnesota
$880K -$39.4K -375 -4%
SPC
900
Stewart & Patten Company
California
$876K +$32.7K +311 +4%
34 35
36
37 38